Swiss Life Asset Management Ltd Raises Stock Position in Eli Lilly and Company $LLY

Key Points

• Swiss Life Asset Management increased its stake in Eli Lilly by 5.1% in Q3 to 301,751 shares (an additional 14,566 shares), valued at $230,236,000, representing about 1.2% of its portfolio and the firm's 13th-largest holding.
• Wall Street sentiment is broadly positive — Eli Lilly has a MarketBeat average rating of "Moderate Buy" with an average target of $1,221.44, and multiple firms (Deutsche Bank, RBC, JPMorgan) recently issued Buy/Outperform ratings and high price targets.
• Pipeline catalyst: retatrutide produced ~16.8% weight loss and meaningful A1C reductions in Phase 3, supporting upside expectations, but safety signals (reported skin reactions) and intensified competition (Novo Nordisk's higher‑dose Wegovy) create regulatory, adoption and pricing risks.

Swiss Life Asset Management Ltd grew its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 5.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 301,751 shares of the company's stock after buying an additional 14,566 shares during the period. Eli Lilly and Company accounts for approximately 1.2% of Swiss Life Asset Management Ltd's investment portfolio, making the stock its 13th largest position. Swiss Life Asset Management Ltd's holdings in Eli Lilly and Company were worth $230,236,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Sumitomo Mitsui Financial Group Inc. purchased a new position in Eli Lilly and Company in the second quarter worth approximately $27,000. Vermillion & White Wealth Management Group LLC raised its position in Eli Lilly and Company by 84.2% in the third quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company's stock valued at $27,000 after purchasing an additional 16 shares during the period. Evolution Wealth Management Inc. acquired a new position in shares of Eli Lilly and Company in the 2nd quarter valued at $29,000. Steph & Co. lifted its stake in shares of Eli Lilly and Company by 290.0% in the 3rd quarter. Steph & Co. now owns 39 shares of the company's stock valued at $30,000 after purchasing an additional 29 shares during the last quarter. Finally, Bare Financial Services Inc grew its holdings in shares of Eli Lilly and Company by 263.6% during the 2nd quarter. Bare Financial Services Inc now owns 40 shares of the company's stock worth $31,000 after purchasing an additional 29 shares during the period. Institutional investors and hedge funds own 82.53% of the company's stock.

Wall Street Analyst Weigh In

Several analysts recently issued reports on the stock. Deutsche Bank Aktiengesellschaft restated a "buy" rating and issued a $1,285.00 price objective on shares of Eli Lilly and Company in a report on Friday, March 6th. Berenberg Bank lifted their price target on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a "hold" rating in a research report on Thursday, February 19th. Royal Bank Of Canada began coverage on shares of Eli Lilly and Company in a research note on Tuesday, February 24th. They issued an "outperform" rating and a $1,250.00 price target on the stock. JPMorgan Chase & Co. increased their price objective on shares of Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the stock an "overweight" rating in a research report on Thursday, February 5th. Finally, Freedom Capital upgraded shares of Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a report on Tuesday, February 10th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Eli Lilly and Company has an average rating of "Moderate Buy" and an average target price of $1,221.44.

Eli Lilly and Company Stock Performance

NYSE LLY opened at $916.94 on Friday. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19. The company has a market cap of $866.34 billion, a P/E ratio of 39.95, a P/E/G ratio of 1.07 and a beta of 0.40. The stock has a 50-day moving average of $1,026.34 and a two-hundred day moving average of $954.98. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.48 by $0.06. The business had revenue of $19.29 billion for the quarter, compared to analysts' expectations of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The business's quarterly revenue was up 42.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current year.

Key Headlines Impacting Eli Lilly and Company

Here are the key news stories impacting Eli Lilly and Company this week:

• Positive Sentiment: TRANSCEND‑T2D‑1 Phase 3 topline: retatrutide produced ~16.8% weight loss and meaningful A1C reductions at 40 weeks — a potential category‑defining asset if approved and commercialized. Lilly PRNewswire
• Positive Sentiment: Analyst stance: some firms (e.g., RBC) still view retatrutide as a key multi‑year growth driver for LLY, underscoring upside to revenue/earnings expectations if safety and pricing look favorable over time. RBC Capital View
• Positive Sentiment: Pipeline breadth and capacity: Lilly is expanding GI/IBD and immunology programs (master IBD study, mirikizumab work) and investing in manufacturing/capacity (Indianapolis upgrades; new PA plant), supporting long‑term commercial execution. TipRanks IBD Study
• Neutral Sentiment: Widespread press coverage highlights retatrutide’s efficacy (reports range ~15–17% weight loss), which boosts visibility but doesn’t change regulatory/timing risk. Forbes Coverage
• Neutral Sentiment: Insider/congressional disclosure data show purchases by a lawmaker, a signal some investors watch but not a market mover by itself. MarketBeat Congress Trades
• Negative Sentiment: New safety note: separate reporting flagged an unusual skin reaction in retatrutide data that could give prescribers pause and complicate adoption vs competitors. Safety signals raise approval/labeling and marketing uncertainty. Proactive: Skin Concern
• Negative Sentiment: Analyst downgrades & pricing concerns: HSBC and others cut ratings/targets citing U.S. pricing pressure, rising competition and compounded risks from rivals (and tirzepatide), prompting near‑term selloffs. HSBC Downgrade Coverage
• Negative Sentiment: Competitive risk: Novo Nordisk won FDA clearance for a higher‑dose Wegovy (7.2 mg), intensifying head‑to‑head competition in obesity and potentially pressuring pricing and market share. Blockonomi: Wegovy Dose

Eli Lilly and Company Profile

Eli Lilly and Company NYSE: LLY is a global pharmaceutical company founded in 1876 and headquartered in Indianapolis, Indiana. The company researches, develops, manufactures and commercializes a broad range of medicines and therapies for patients worldwide. Eli Lilly maintains operations and commercial presence across North America, Europe, Asia and other regions, serving both developed and emerging markets. The company has been led in recent years by President and Chief Executive Officer David A.

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